Geo Wealth Management, LLC New Holdings in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IOT
Samsara Inc.

Technology
407
New
$33.46 - $47.74 $13.6K - $19.4K
407 $16K
VTRS
Viatris Inc

Healthcare
1.87K
New
$7.26 - $9.12 $13.6K - $17.1K
1.87K $16K
TXT
Textron Inc

Industrials
195
New
$60.72 - $80.34 $11.8K - $15.7K
195 $15K
FIVE
Five Below, Inc

Consumer Cyclical
117
New
$55.75 - $131.18 $6.52K - $15.3K
117 $15K
SMG
Scotts Miracle Gro CO

Basic Materials
240
New
$48.21 - $66.48 $11.6K - $16K
240 $15K
SNDR
Schneider National, Inc.

Industrials
649
New
$21.06 - $24.75 $13.7K - $16.1K
649 $15K
ROKU
Roku, Inc

Communication Services
182
New
$55.1 - $87.89 $10K - $16K
182 $15K
K
Kellogg CO

Consumer Defensive
192
New
$77.85 - $82.88 $14.9K - $15.9K
192 $15K
HOLX
Hologic Inc

Healthcare
230
New
$52.73 - $65.22 $12.1K - $15K
230 $14K
WST
West Pharmaceutical Services Inc

Healthcare
66
New
$190.39 - $227.7 $12.6K - $15K
66 $14K
GPN
Global Payments Inc

Industrials
173
New
$67.47 - $99.6 $11.7K - $17.2K
173 $13K
ESTC
Elastic N.V.

Technology
158
New
$73.36 - $94.17 $11.6K - $14.9K
158 $13K
PNM
Pnm Resources Inc

Utilities
305
New
N/A
305 $12K
ASAN
Asana, Inc.

Technology
871
New
$12.93 - $19.0 $11.3K - $16.5K
871 $11K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
107
New
$86.93 - $109.64 $9.3K - $11.7K
107 $11K
UPST
Upstart Holdings, Inc.

Financial Services
166
New
$34.8 - $64.85 $5.78K - $10.8K
166 $10K
ZION
Zions Bancorporation, National Association

Financial Services
205
New
$41.39 - $51.94 $8.48K - $10.6K
205 $10K
EWJ
Ishares Msci Japan ETF

ETFs
131
New
$61.32 - $75.28 $8.03K - $9.86K
131 $9K
VMI
Valmont Industries Inc

Industrials
29
New
$263.86 - $333.86 $7.65K - $9.68K
29 $9K
SCHC
Schwab Strategic Tr Intl Small

ETFs
211
New
$32.41 - $42.59 $6.84K - $8.99K
211 $8K
MASI
Masimo Corp

Healthcare
50
New
$144.4 - $171.97 $7.22K - $8.6K
50 $8K
TTC
Toro CO

Industrials
124
New
$63.51 - $77.8 $7.88K - $9.65K
124 $8K
CNXC
Concentrix Corp

Technology
155
New
$45.73 - $57.88 $7.09K - $8.97K
155 $8K
QS
Quantum Scape Corp

Consumer Cyclical
1.21K
New
$3.47 - $7.65 $4.2K - $9.25K
1.21K $8K
FREL
Fidelity Covington Tr Msci Rea

ETFs
294
New
$24.18 - $27.61 $7.11K - $8.12K
294 $7K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
149
New
$50.56 - $59.57 $7.53K - $8.88K
149 $7K
SCHR
Schwab Intermediate Term Us Tr

ETFs
309
New
$24.54 - $25.07 $7.58K - $7.75K
309 $7K
WYNN
Wynn Resorts LTD

Consumer Cyclical
79
New
$66.1 - $97.75 $5.22K - $7.72K
79 $7K
BAX
Baxter International Inc

Healthcare
232
New
$27.8 - $34.02 $6.45K - $7.89K
232 $7K
GNRC
Generac Holdings Inc.

Industrials
45
New
$101.92 - $143.21 $4.59K - $6.44K
45 $6K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
99
New
N/A
99 $5K
ZI
Zoom Info Technologies Inc.

Technology
590
New
$7.41 - $10.31 $4.37K - $6.08K
590 $5K
VPU
Vanguard Utilities ETF

ETFs
27
New
$158.36 - $178.82 $4.28K - $4.83K
27 $4K
TNL
Travel & Leisure Co.

Consumer Cyclical
86
New
$38.78 - $51.89 $3.34K - $4.46K
86 $4K
RTO
Rentokil Initial PLC

Industrials
203
New
$19.89 - $24.42 $4.04K - $4.96K
203 $4K
ALGM
Allegro Microsystems, Inc.

Technology
108
New
$16.53 - $34.19 $1.79K - $3.69K
108 $3K
ATI
Allegheny Technologies Inc

Industrials
35
New
$41.97 - $86.8 $1.47K - $3.04K
35 $3K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
32
New
$50.1 - $63.16 $1.6K - $2.02K
32 $2K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
164
New
$13.4 - $15.08 $2.2K - $2.47K
164 $2K
IVZ
Invesco Ltd.

Financial Services
129
New
$12.14 - $15.77 $1.57K - $2.03K
129 $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
172
New
$10.78 - $11.28 $1.85K - $1.94K
172 $1K
RPM
Rpm International Inc

Basic Materials
10
New
$96.97 - $117.58 $970 - $1.18K
10 $1K
TMDX
Trans Medics Group, Inc.

Healthcare
4
New
$67.67 - $143.04 $271 - $572
4 $0
Grail Inc
468
New
N/A
468 $0
HE
Hawaiian Electric Industries Inc

Utilities
69
New
$9.36 - $10.96 $646 - $756
69 $0
Pacer Fds Tr
75.5K
New
N/A
75.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
13
New
N/A
13 $0
OAIM
Unified Ser Tr Oneascent Intl
1
New
N/A
1 $0
Ferguson Enterprises Inc
309
New
N/A
309 $0
Activity Summary
Buys All Purchases 693 New Holdings 247 Increased Positions 446 Sells All Sells 493 Reductions 493 Sold out 0 Options Calls 0 Puts 0
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